NewEdge Advisors
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NewEdge Advisors’s CPI Aerostructures CVU Stock Holding History

NewEdge Advisors’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$318K Sell
61,473
-3,326
-5% -$17.1K ﹤0.01% 2509
2026
Q2 		$336K Buy
64,799
+29,951
+86% +$127K ﹤0.01% 2402
2026
Q1 		$137K Buy
34,848
+5,769
+20% +$23.9K ﹤0.01% 2684
2025
Q4 		$115K Hold
29,079
– – ﹤0.01% 2728
2025
Q3 		$73.3K Buy
29,079
+2,496
+9% +$7.38K ﹤0.01% 2710
2025
Q2 		$93K Hold
26,583
– – ﹤0.01% 2446
2025
Q1 		$92.2K Hold
26,583
– – ﹤0.01% 2320
2024
Q4 		$108K Hold
26,583
– – ﹤0.01% 2252
2024
Q3 		$91.4K Buy
26,583
+4,997
+23% +$13.4K ﹤0.01% 2224
2024
Q2 		$53.3K Buy
21,586
+3
+0% +$8 ﹤0.01% 2320
2024
Q1 		$50.5K Hold
21,583
– – ﹤0.01% 2314
2023
Q4 		$57.4K Hold
21,583
– – ﹤0.01% 2187
2023
Q3 		$72.1K Sell
21,583
-4,627
-18% -$17K ﹤0.01% 1963
2023
Q2 		$102K Sell
26,210
-9,591
-27% -$34.7K ﹤0.01% 1848
2023
Q1 		$136K Buy
35,801
+7,721
+27% +$28.8K ﹤0.01% 1655
2022
Q4 		$87.2K Buy
+28,080
New +$74.4K ﹤0.01% 1496
2022
Q2 		– Sell
-19,671
Closed -$58K – 1574
2022
Q1 		$58K Buy
19,671
+6,892
+54% +$18K ﹤0.01% 1108
2021
Q4 		$35K Sell
12,779
-803
-6% -$2.21K ﹤0.01% 1620
2021
Q3 		$37K Hold
13,582
– – ﹤0.01% 1122
2021
Q2 		$48K Sell
13,582
-1,018
-7% -$4.12K ﹤0.01% 1122
2021
Q1 		$66K Buy
+14,600
New +$65.7K ﹤0.01% 1007

Other funds holding CVU

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Fortis Capital Management
Fortis Capital Management Bellevue, Washington $1.05B AUM 25.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

NewEdge Advisors's CVU Position: Q3 2026 in Review

NewEdge Advisors reduced its CPI Aerostructures (CVU) stake by 5.1% in Q3 2026, selling an estimated $17.1K and leaving 61,473 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #2509.

NewEdge Advisors first reported a position in CVU in Q1 2021 and has held it in 21 quarters since. The position peaked at $336K in Q2 2026. 36 funds tracked by Wall St. Rank hold CVU as of Q3 2026.

  • NewEdge Advisors held 61,473 shares of CPI Aerostructures worth $318K as of Q3 2026.
  • NewEdge Advisors sold 3,326 CPI Aerostructures shares in Q3 2026, an estimated $17.1K.
  • CPI Aerostructures made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2509 holding.
  • NewEdge Advisors first reported a position in CPI Aerostructures in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Advisors's CPI Aerostructures position peaked at $336K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held CPI Aerostructures as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.